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Set up your first integration
Quickly connect ConnectWise Manage to SMS by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with SMS by Zapier - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Send SMS" in SMS by Zapier.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and SMS by Zapier, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Service Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
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Practical ways you can use ConnectWise Manage and SMS by Zapier
Receive SMS alerts for new service tickets
When a new service ticket is created in ConnectWise Manage, Zapier sends an SMS notification. This ensures you're always updated on incoming customer issues, improving the speed of acknowledgment and response.
Business Owner
Notify via SMS for updated service tickets
When a service ticket is updated in ConnectWise Manage, Zapier sends an SMS to keep you informed. This helps with tracking progress and ensures timely resolution of IT issues.
ITLearn how to automate SMS by Zapier on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + SMS by Zapier integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and SMS by Zapier
Can I send SMS messages for all new tickets created in ConnectWise Manage?
Yes, by setting up a Zap in Zapier, you can automatically send an SMS notification whenever a new ticket is created in ConnectWise Manage. During the setup, you'll choose 'New Ticket' as the trigger event and 'Send SMS' as the action in SMS by Zapier.
Is it possible to update ConnectWise Manage tickets based on responses received from SMS?
Currently, our integration with SMS by Zapier does not support using incoming SMS as a trigger. Therefore, it isn't possible to update ConnectWise Manage tickets directly based on responses received from SMS via our platform.
What types of triggers can I use within ConnectWise Manage for sending SMS notifications?
In ConnectWise Manage, you can use triggers such as 'New Ticket,' 'Updated Ticket,' or specific status changes. These events can trigger an action to send an SMS through our integration with SMS by Zapier.
Does the integration support sending personalized messages through SMS by Zapier?
Yes, you can personalize your messages using dynamic fields from ConnectWise Manage. For example, include client names or ticket details in your SMS message body when setting up your action step in Zapier.
Are there limitations on the number of messages I can send per day using this integration?
While the integration itself does not impose specific limits, the number of texts you can send may be subject to your plan with both ConnectWise and your chosen mobile service provider's restrictions via Zapier's text messaging services.
How long does it take to set up a simple workflow for sending notifications from ConnectWise Manage via SMS?
Setting up a basic workflow typically takes just a few minutes. You simply need to select the appropriate triggers (like 'New Ticket') and actions ('Send SMS'), then map all necessary fields using our guided setup process in Zapier.
Can I filter which tickets will trigger an SMS notification when they are created or updated?
Yes, we allow you to apply filters during setup so that only certain tickets meeting your defined criteria (such as priority level or issue type) trigger an SMS notification with our integration.
